Brian Wayne Goss

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2012 → 06/2017
  Evolve Concepts, Llc
  Litchfield Park, AZ
• 05/2014 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 10/2014 → Present
  Bloom Az, Llc
  Phoenix, AZ
• 07/2014 → Present
  Evolve Properties, Llc
  Phoenix, AZ
• 11/2016 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 6/2021 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 5/2010 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: BLOOM AZ, LLC INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 10/2014 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTIES NAME OF BUSINESS: EVOLVE PROPERTIES, LLC INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 7/2014 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTIES

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-07-08

Designations

• Certified Financial Planner